Retirement Plan Advisors


 

R. Stephen Meyers

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3119

Scott Merriman

Managing Director - Financial Advisor, Senior Consulting Group

206-621-3141
Email |

Jerome D. Bosch

Senior Vice President - Financial Advisor, Consulting Group

206-621-3111
Email |

E. Brooke Hawley

Senior Vice President - Financial Advisor, Senior Consulting Group

206-621-3222
Email |

Chris Rogers, AWM, MBA

Managing Director - Financial Advisor, Senior Consulting Group

206-621-3215
Email |

Sean Collins

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

206-621-3137

Joseph Eschbach, CFA

Associate Vice President, Senior Business Associate

206-621-3142
Email |

Rebecca Stephens, CPWA®, MBA

Associate Vice President - Financial Advisor

206-621-3117
Email |

Ryan Roque

Senior Registered Client Associate

206-621-3169

Liz Hawley

Senior Investment Associate

206-621-3014

Natalie Bova

Senior Registered Client Associate

206-621-3012

Sean Howard

Senior Financial Associate

206-621-3020

Jessica Poznick

Senior Financial Associate

206-621-3127
Email |

Karlee Stanford, CFP®

Registered Client Associate

206-621-3021

Jenna Vokes, CRPS®

Registered Client Associate

206-621-3013

Who we are

The Retirement Plan Advisors (RPA) is a team of financial advisors at RBC Wealth Management based in Seattle, WA. For over 30 years, we have been serving retirement plan sponsors exclusively. We provide:

  • Specialized investment consulting, monitoring and reporting services
  • Custom education and communication concepts - all delivered in the best interest of plan participants.
  • Comprehensive investment advice, exceptional service and an independent perspective to help clients structure retirement plans to fit specific company needs, eliminate conflicts of interest and provide full disclosure in all aspects of our programs.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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